The Discovery Process
Hello and welcome!
We’re excited to meet you. Let’s discover how you can benefit from working with BKFi.
To make this simple, you’ll follow a few-step process.
The Steps to Take
Step 1: Am I in the Right Place?
First, be sure you are in the “right place” and review the What We Do page to learn more about the services available to you.
Please note that while we prepare our client’s tax returns, we do not offer “one-off consulting” or “tax preparation only” engagements. The only service we offer is a high-touch ongoing relationship. It’s truly a game-changer in terms of achieving your financial and life goals, but it’s not the right fit for everyone.
If we’ve whetted your whistle or even sparked your curiosity, then…
Step 2: Book a Discovery Call
Book a 20-minute Discovery Call to specifically explore your goals and whether we are a good fit. During scheduling, please complete the short questionnaire to provide us with valuable information to guide our conversation.
This Discovery conversation allows us to learn more about you and your situation.
We’ll then discuss the firm and how we can help YOU specifically.
Step 3: Read Up
Before the Discovery call, you’ll prep yourself with valuable information that will help you make a confident decision.
We know everyone is different and consumes information in different ways.
To make sure you’re equipped with the information you need to ask questions during our call, kindly spend some time with these materials:
Watch the Brooklyn Fi introductory video which will answer a lot of questions…even if you didn’t know you had them! (10 minutes)
Read about the value of working with us. (5 minutes)
Browse this document that details the specifics of working together (10 minutes)
We hope these materials will answer a lot of the questions you may have such as…
What exactly IS financial planning?
What qualifications do you have?
How do you get paid?
What’s included in comprehensive financial planning?
How many times will we meet?
Step 4: Decision Time
If you’re ready, we’ll get started with the contract and scheduling.
Or, if you have additional questions, we’ll have a follow-up call
Some folks are ready to sign the contract and get started on working on their finances after a 20-minute call. If that’s you, we’ll initiate the agreement and schedule your first onboarding call.
Not ready? That’s okay, some folks prefer to have a follow-up video meeting to dive into questions they have.
A quick note on timing…
The best time to get started is…as soon as you are ready. Generally, the earlier in the calendar year, the better. That way our team can work with you to make changes that impact THIS tax year. If you have an urgent deadline, we can do our best to meet it. We do our best work with at least two weeks to understand your financial situation, but can potentially work faster if there’s a surprise IPO announcement.
As you think about the best time to get started, please keep in mind that we can only provide advice for the current year and impact your taxes for this year, if we start working together before November 15th.
After that date, you won’t be able to have enough time with your advisor to “shore you up” for this calendar year and we’ll be delighted to start planning in January for the next calendar year.
What to Expect From Financial Planning With BKFi
We hope this video will answer a lot of your questions such as…
What exactly IS financial planning?
What qualifications do you have?
How do you get paid?
What’s included in comprehensive financial planning?
How many times will we meet?